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Emerson Electric

1,262 hedge funds and large institutions have $26.9B invested in Emerson Electric in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 501 increasing their positions, 489 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $149M | Put options by funds: $120M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

2% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 489

0.73% more ownership

Funds ownership: 69.26%69.99% (+0.73%)

1% more capital invested

Capital invested by funds: $26.8B → $26.9B (+$158M)

7% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 74

1% less funds holding

Funds holding: 1,2811,262 (-19)

Holders
1,262
Holders Change
-19
Holders Change %
-1.48%
% of All Funds
31.46%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
69
Increased
501
Reduced
489
Closed
74
Calls
$149M
Puts
$120M
Net Calls
+$28.7M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NMC
1101
Nine Masts Capital
Hong Kong
$230K +$228K +3,850 New
HB
1102
Homrich & Berg
Georgia
$229K -$14.5K -245 -6%
CLOS
1103
Compagnie Lombard Odier SCmA
Switzerland
$229K +$28.4K +479 +14%
OC
1104
Oakworth Capital
Alabama
$227K -$7.71K -130 -3%
WB
1105
Webster Bank
Connecticut
$227K
ARMT
1106
Amica Retiree Medical Trust
Rhode Island
$224K
FMWA
1107
Forvis Mazars Wealth Advisors
Missouri
$222K +$221K +3,725 New
RWA
1108
River Wealth Advisors
Pennsylvania
$220K -$2.96K -50 -1%
MAM
1109
Meeder Asset Management
Ohio
$218K +$217K +3,655 New
HR
1110
Howe & Rusling
New York
$217K -$1.78K -30 -0.8%
CBB
1111
Citizens Business Bank
California
$217K +$16.9K +285 +8%
CAM
1112
Congress Asset Management
Massachusetts
$215K
DJSG
1113
D.J. St. Germain
Massachusetts
$215K +$214K +3,605 New
CAG
1114
Crestwood Advisors Group
Massachusetts
$214K
BPB
1115
Badgley, Phelps & Bell
Washington
$213K +$11.9K +200 +6%
PO
1116
Private Ocean
California
$212K -$73.5K -1,240 -26%
SCM
1117
SOL Capital Management
Maryland
$212K -$7.12K -120 -3%
NB
1118
Nicolet Bankshares
Wisconsin
$212K
SFA
1119
Sequoia Financial Advisors
Ohio
$212K
TFO
1120
Tarbox Family Office
California
$212K
DE
1121
Day & Ennis
Georgia
$211K
JWM
1122
Jacobus Wealth Management
Wisconsin
$211K
NHC
1123
Nicholas Hoffman & Company
Georgia
$211K
NL
1124
NWAM LLC
Washington
$210K -$36.2K -610 -15%
GIA
1125
Granite Investment Advisors
New Hampshire
$210K

EMR Hedge Fund Activity: Q2 2017 in Review

1,262 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2017, worth a combined $26.9B — up 0.59% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of EMR and 69 opened new positions — a net loss of 5 holders — while 489 trimmed existing stakes and 501 added.

The largest buyer was Bank of America, adding an estimated $425M. The largest seller was Ameriprise, cutting an estimated $113M.

  • 1,262 institutional investors held Emerson Electric (EMR) as of Q2 2017, down from 1,281 in Q1 2017.
  • Funds reported $26.9B of Emerson Electric stock for Q2 2017, up 0.59% quarter-over-quarter.
  • 69 funds opened new Emerson Electric positions in Q2 2017 and 74 closed out, a net change of -5 holders.
  • The largest Emerson Electric buyer in Q2 2017 was Bank of America, an estimated $425M added.
  • The largest Emerson Electric seller in Q2 2017 was Ameriprise, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2017.